RBF Capital, LLC Q2 2024 Filing

Filed August 14, 2024

Portfolio Value

$1.7T

Holdings

567

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (567 positions)

#StockSharesValue% PortfolioType
101
CDWCDW CORP
18,225$4.1B0.23%
102
MPAAMOTORCAR PTS AMER INC
645,808$4.0B0.23%
103
CSVCARRIAGE SVCS INC
147,830$4.0B0.23%
104
UALUNITED AIRLS HLDGS INC
80,000$3.9B0.22%
105
AMTAMERICAN TOWER CORP NEW
20,000$3.9B0.22%
106
OPLNOPENLANE INC
230,400$3.8B0.22%
107
OXYOCCIDENTAL PETE CORP
60,000$3.8B0.22%
108
NBISYANDEX N V
389,100$3.7B0.21%
109
VEAVANGUARD TAX-MANAGED FDS
75,000$3.7B0.21%
110
BHBBAR HBR BANKSHARES
135,738$3.6B0.21%
111
JDJD.COM INC
135,000$3.5B0.20%
112
WCCWESCO INTL INC
22,000$3.5B0.20%
113
ONITONITY GROUP INC
145,365$3.5B0.20%
114
BIDUNBAIDU INC
40,000$3.5B0.20%Call
115
VSHVISHAY INTERTECHNOLOGY INC
153,538$3.4B0.20%
116
VGREURVECTOR GROUP LTD
320,054$3.4B0.19%
117
STRSSTRATUS PPTYS INC
133,131$3.4B0.19%
118
AGNCAGNC INVT CORP
350,000$3.3B0.19%
119
RPMRPM INTL INC
30,000$3.2B0.19%
120
BGCBGC GROUP INC
389,025$3.2B0.19%
121
CRUSCIRRUS LOGIC INC
25,000$3.2B0.18%
122
LYBLYONDELLBASELL INDUSTRIES N
33,000$3.2B0.18%
123
CMGCHIPOTLE MEXICAN GRILL INC
50,000$3.1B0.18%
124
XPOXPO INC
29,500$3.1B0.18%
125
CWKCUSHMAN WAKEFIELD PLC
300,000$3.1B0.18%
126
RDNRADIAN GROUP INC
100,000$3.1B0.18%
127
PNCPNC FINL SVCS GROUP INC
20,000$3.1B0.18%
128
HIPOHIPPO HLDGS INC
180,000$3.1B0.18%
129
DESPDESPEGAR COM CORP
228,250$3.0B0.17%
130
BRCBRADY CORP
45,000$3.0B0.17%
131
APOAPOLLO GLOBAL MGMT INC
24,990$3.0B0.17%
132
BUDANHEUSER BUSCH INBEV SA/NV
50,000$2.9B0.17%
133
IGTINTERNATIONAL GAME TECHNOLOG
141,106$2.9B0.17%
134
NGSNATURAL GAS SVCS GROUP INC
140,000$2.8B0.16%
135
GOOSCANADA GOOSE HLDGS INC
216,766$2.8B0.16%
136
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
41,000$2.8B0.16%
137
CENTCENTRAL GARDEN & PET CO
72,176$2.8B0.16%
138
PPGPPG INDS INC
22,000$2.8B0.16%
139
AOUTAMERICAN OUTDOOR BRANDS INC
302,531$2.7B0.16%
140
AVTAVNET INC
52,400$2.7B0.16%
141
HN9HANESBRANDS INC
544,422$2.7B0.15%
142
DJTTRUMP MEDIA & TECHNOLOGY GRO
81,200$2.7B0.15%Put
143
VEUVANGUARD INTL EQUITY INDEX F
45,000$2.6B0.15%
144
RLRALPH LAUREN CORP
15,000$2.6B0.15%
145
MMM3M CO
25,000$2.6B0.15%
146
RCLROYAL CARIBBEAN GROUP
16,000$2.6B0.15%
147
DISDISNEY WALT CO
25,000$2.5B0.14%
148
ADSKAUTODESK INC
10,000$2.5B0.14%
149
JT5MUELLER WTR PRODS INC
135,855$2.4B0.14%
150
EFXEQUIFAX INC
10,000$2.4B0.14%
151
XOMEXXON MOBIL CORP
21,000$2.4B0.14%
152
ATROASTRONICS CORP
120,372$2.4B0.14%
153
LSTRLANDSTAR SYS INC
13,000$2.4B0.14%
154
AGYSAGILYSYS INC
22,505$2.3B0.13%
155
PYPLPAYPAL HLDGS INC
40,000$2.3B0.13%
156
CRWDCROWDSTRIKE HLDGS INC
6,000$2.3B0.13%
157
SGRPSPAR GROUP INC
934,390$2.3B0.13%
158
ESGRENSTAR GROUP LIMITED
7,363$2.3B0.13%
159
SNFCASECURITY NATL FINL CORP
280,125$2.2B0.13%
160
CSTECAESARSTONE LTD
447,200$2.2B0.13%
161
KRUSKURA SUSHI USA INC
35,000$2.2B0.13%
162
TBLATABOOLA.COM LTD
641,806$2.2B0.13%
163
SBLKSTAR BULK CARRIERS CORP.
88,900$2.2B0.12%
164
DFSEURDISCOVER FINL SVCS
16,500$2.2B0.12%
165
EBAEBAY INC.
40,000$2.1B0.12%
166
ACWXISHARES TR
40,000$2.1B0.12%
167
KRMDKORU MEDICAL SYSTEMS INC
798,450$2.1B0.12%
168
PHXUSDPHX MINERALS INC
647,135$2.1B0.12%
169
GKDGRAND CANYON ED INC
15,000$2.1B0.12%
170
IESCIES HLDGS INC
15,000$2.1B0.12%
171
DELLDELL TECHNOLOGIES INC
15,000$2.1B0.12%
172
SMIDSMITH MIDLAND CORP
74,600$2.1B0.12%
173
CARSCARS COM INC
103,569$2.0B0.12%
174
SPBSPECTRUM BRANDS HLDGS INC NE
23,690$2.0B0.12%
175
PAHUSDELEMENT SOLUTIONS INC
75,000$2.0B0.12%
176
PDDPDD HOLDINGS INC
15,000$2.0B0.11%
177
LYFTLYFT INC
140,000$2.0B0.11%
178
CVEOCIVEO CORP CDA
78,895$2.0B0.11%
179
CENTACENTRAL GARDEN & PET CO
58,999$1.9B0.11%
180
HZOMARINEMAX INC
60,000$1.9B0.11%
181
BSETBASSETT FURNITURE INDS INC
135,457$1.9B0.11%
182
REEVEREST GROUP LTD
5,000$1.9B0.11%
183
CVGICOMMERCIAL VEH GROUP INC
381,237$1.9B0.11%
184
TRUTRANSUNION
25,000$1.9B0.11%
185
EFSCENTERPRISE FINL SVCS CORP
45,221$1.8B0.11%
186
UHSUNIVERSAL HLTH SVCS INC
10,000$1.8B0.11%
187
NDAQNASDAQ INC
30,000$1.8B0.10%
188
CPBCAMPBELL SOUP CO
40,000$1.8B0.10%
189
AGOASSURED GUARANTY LTD
23,000$1.8B0.10%
190
GENCGENCOR INDS INC
91,137$1.8B0.10%
191
APTVAPTIV PLC
25,000$1.8B0.10%
192
PBRPETROLEO BRASILEIRO SA PETRO
120,000$1.7B0.10%
193
CMCOCOLUMBUS MCKINNON CORP N Y
50,140$1.7B0.10%
194
UGIUGI CORP NEW
75,000$1.7B0.10%
195
FLXSFLEXSTEEL INDS INC
55,000$1.7B0.10%
196
IOTSAMSARA INC
50,000$1.7B0.10%Put
197
BBSIBARRETT BUSINESS SVCS INC
51,200$1.7B0.10%
198
CHRDCHORD ENERGY CORPORATION
10,000$1.7B0.10%
199
SCHWSCHWAB CHARLES CORP
22,500$1.7B0.10%
200
ULUNILEVER PLC
30,000$1.6B0.09%
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